The Web Client Organizer for 2019 are now available. Please contact us when you are ready to download your tax organizer and we will upload the data to the website.
You must set up your own login and password as instructed in the email you receive when the tax organizer is uploaded. Once you have set up your login and password return to this page and select the link below to access your tax organizer. The IRS will begin accepting returns on January 27, 2020
Please request your organizer by calling or sending us an email. We will then put your organizer on the Portal.